1. Home
  2. Customer Relationship Management (CRM) Software
  3. Insightly Reviews
  4. User Review of Insightly
Review from someone no longer using Insightly
April 14, 2018

Review from someone no longer using Insightly

Jesse A. Reimer | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Plus

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

It was being used by all of the employees of the company until recently, but now I use Salesforce as it was offered to me freely and is customized to me as an advisor right out of the box.
  • Simple UI - The shallower the learning curve for any CRM, the better.
  • Customizability - Make it how you want it.
  • Support - Strong support team behind the scenes
  • For a financial advisor, it was a bit too general/geared towards general sales
  • Improved efficiency
CRMs main function is to provide improved efficiency, in my opinion. Insightly, like the others, does that.
I ended up going with Salesforce because it was customized to me as an advisor right out of the box.
Any typical sales organization would benefit greatly from using Insightly. More specialized, such as financial advisor firms, may get less value until they customize the experience to cater to their needs.

Insightly Feature Ratings

7.6
Customer data management / contact management
8
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Interaction tracking
7
Customer Service & Support ()
Not Rated
7.5
Lead management
8
Email marketing
7
8.0
Task management
8
Reporting
8
8.0
Pipeline visualization
8
Customizable reports
8
10.0
Custom fields
10
API for custom integration
10
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
5.0
Mobile access
5